The investment seeks maximum total return with an emphasis on providing cash distributions to shareholders. The fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in common units of MLPs and equity securities of "MLP affiliates" which the fund's sub-advisor defines as entities issuing MLP I-shares, general partners of MLPs and other entities that may own interests of MLPs. It will concentrate (i.e., invest more than 25% of its net assets) in securities of companies in the energy industry, and it intends to make the majority of its investments in "midstream" MLPs. The fund is non-diversified.
Fund filings (PDF) »
Dan Tutcher (Started: Dec 31, 2010)
Robert Chisholm (Started: Dec 31, 2010)
Steven Sansom (Started: Dec 31, 2010)
Darrell Horn (Started: Dec 31, 2010)
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